ISHARES TR
(464287176)
Funds Reporting Holdings of ISHARES TR according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
GS Investments Inc | 4,767 | $550,541k | Jun 30, 2019 | Aug 9, 2019 | |
Charles Schwab Investment Advisory Inc | 4,136,031 | $477,670k | Jun 30, 2019 | Aug 12, 2019 | |
Bridgewater Associates LP | 1,295,152 | $149,577k | Jun 30, 2019 | Aug 13, 2019 | |
3Edge Asset Management LP | 755,583 | $87,262k | Jun 30, 2019 | Aug 7, 2019 | |
QS Investors LLC | 486,325 | $56,166k | Jun 30, 2019 | Aug 14, 2019 | |
Golub Group LLC | 450,851 | $52,069k | Jun 30, 2019 | Aug 13, 2019 | |
Cambridge Investment Research Advisors Inc | 273,481 | $31,584k | Jun 30, 2019 | Aug 15, 2019 | |
KWMG LLC | 233,095 | $26,920k | Jun 30, 2019 | Jul 10, 2019 | |
Sigma Investment Counselors Inc | 218,854 | $25,275k | Jun 30, 2019 | Jul 23, 2019 | |
Estate Counselors LLC | 213,100 | $24,611k | Jun 30, 2019 | Aug 7, 2019 | |
Laffer Investments Inc | 200 | $23,098k | Jun 30, 2019 | Aug 15, 2019 | |
Gentrust LLC | 198,933 | $22,975k | Jun 30, 2019 | Aug 2, 2019 | |
PURE Financial Advisors Inc | 198,914 | $22,973k | Jun 30, 2019 | Jul 11, 2019 | |
Alesco Advisors LLC | 192,246 | $22,202k | Jun 30, 2019 | Aug 14, 2019 | |
Jaffetilchin Investment Partners LLC | 131,199 | $15,152k | Jun 30, 2019 | Aug 13, 2019 | |
Strategic Financial Services Inc | 130,182 | $15,035k | Jun 30, 2019 | Aug 13, 2019 | |
Bingham Osborn & Scarborough LLC | 119,456 | $13,796k | Jun 30, 2019 | Aug 2, 2019 | |
Partners Capital Investment Group LLP | 115,740 | $13,367k | Jun 30, 2019 | Aug 12, 2019 | |
EFG Asset Management Americas Corp | 106,529 | $12,307k | Jun 30, 2019 | Jul 9, 2019 | |
Forefront Analytics LLC | 83,780 | $9,682k | Jun 30, 2019 | Aug 14, 2019 | |
Private Asset Management Inc | 82,782 | $9,560k | Jun 30, 2019 | Aug 14, 2019 | |
Financial Asset Management Corp | 82,782 | $9,560k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Corporation | 82,782 | $9,560k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Inc | 82,782 | $9,560k | Jun 30, 2019 | Aug 14, 2019 | |
Trust Asset Management LLC | 82,782 | $9,560k | Jun 30, 2019 | Aug 14, 2019 | |
Asset Management Group Investment Corp | 82,782 | $9,560k | Jun 30, 2019 | Aug 14, 2019 | |
Cavalier Investments LLC | 82,227 | $9,496k | Jun 30, 2019 | Jul 31, 2019 | |
The Family FIRM Inc | 78,616 | $9,079k | Jun 30, 2019 | Aug 6, 2019 | |
Twele Capital Management Inc | 72,377 | $8,359k | Jun 30, 2019 | Jul 18, 2019 | |
Phillips Financial Management LLC | 70,262 | $8,056k | Jun 30, 2019 | Aug 6, 2019 | |
Fairview Capital Investment Management LLC | 64,975 | $7,504k | Jun 30, 2019 | Aug 14, 2019 | |
Eagle Ridge Investment Management LLC | 63,839 | $7,373k | Jun 30, 2019 | Aug 1, 2019 | |
CPWM LLC | 62,063 | $7,168k | Jun 30, 2019 | Aug 2, 2019 | |
Verger Capital Management LLC | 59,812 | $6,907k | Jun 30, 2019 | Jul 19, 2019 | |
Perella Weinberg Partners Capital Management LP | 56,650 | $6,543k | Jun 30, 2019 | Jul 22, 2019 | |
Transamerica Financial Advisors Inc | 56,266 | $6,499k | Jun 30, 2019 | Aug 21, 2019 | |
Curbstone Financial Management Corporation | 51,572 | $5,956k | Jun 30, 2019 | Jul 9, 2019 | |
Harwood Advisory Group LLC | 49,398 | $5,705k | Jun 30, 2019 | Aug 7, 2019 | |
HIGH Falls Advisors Inc | 48,510 | $5,602k | Jun 30, 2019 | Aug 15, 2019 | |
Cranbrook Wealth Management LLC | 47,563 | $5,493k | Jun 30, 2019 | Aug 7, 2019 | |
Woodmont Investment Counsel LLC | 38,415 | $4,437k | Jun 30, 2019 | Aug 14, 2019 | |
Futureadvisor Inc | 40,031 | $4,431k | Sep 30, 2015 | Nov 17, 2015 | |
Klingman and Associates LLC | 38,103 | $4,401k | Jun 30, 2019 | Jul 24, 2019 | |
Makena Capital Management LLC | 39,259 | $4,343k | Sep 30, 2018 | Nov 13, 2018 | |
Lyell Wealth Management LP | 36,830 | $4,253k | Jun 30, 2019 | Aug 1, 2019 | |
Bluesky Wealth Advisors LLC | 36,245 | $4,186k | Jun 30, 2019 | Aug 5, 2019 | |
E & G Advisors LP | 32,731 | $3,780k | Jun 30, 2019 | Jul 12, 2019 | |
Resource Planning Group Ltd | 32,216 | $3,721k | Jun 30, 2019 | Jul 18, 2019 | |
Northwest Wealth Management LLC | 31,413 | $3,628k | Jun 30, 2019 | Jul 23, 2019 | |
Morningstar Investment Services LLC | 30,836 | $3,561k | Jun 30, 2019 | Aug 13, 2019 | |
The Genwealth Group Inc | 30,454 | $3,493k | Jun 30, 2019 | Jul 10, 2019 | |
Stadion Money Management LLC | 29,810 | $3,443k | Jun 30, 2019 | Aug 14, 2019 | |
Mccollum Christoferson Group LLC | 29,444 | $3,400k | Jun 30, 2019 | Jul 11, 2019 | |
Steigerwald Gordon & KOCH Inc | 27,783 | $3,209k | Jun 30, 2019 | Jul 15, 2019 | |
Madden Advisory Services Inc | 27,466 | $3,172k | Jun 30, 2019 | Jul 22, 2019 | |
Sigfig Wealth Management LLC | 27,448 | $3,170k | Jun 30, 2019 | Aug 5, 2019 | |
Global Endowment Management LP | 26,000 | $3,003k | Jun 30, 2019 | Aug 12, 2019 | |
Ifrah Financial Services Inc | 24,867 | $2,872k | Jun 30, 2019 | Aug 6, 2019 | |
Willow Creek Wealth Management Inc | 24,859 | $2,871k | Jun 30, 2019 | Jul 22, 2019 | |
Vontobel Swiss Wealth Advisors AG | 24,226 | $2,798k | Jun 30, 2019 | Aug 12, 2019 | |
Athena Capital Advisors LLC | 23,800 | $2,749k | Jun 30, 2019 | Aug 9, 2019 | |
Peak Financial Management Inc | 22,155 | $2,559k | Jun 30, 2019 | Aug 1, 2019 | |
Stelac Advisory Services LLC | 21,059 | $2,432k | Jun 30, 2019 | Jul 29, 2019 | |
West Chester Capital Advisors Inc | 19,554 | $2,258k | Jun 30, 2019 | Jul 30, 2019 | |
Burleson & Company LLC | 18,937 | $2,185k | Jun 30, 2019 | Aug 5, 2019 | |
Alexandria Capital LLC | 17,481 | $2,019k | Jun 30, 2019 | Aug 12, 2019 | |
Sunesis Advisors LLC | 16,207 | $1,872k | Jun 30, 2019 | Aug 5, 2019 | |
FORD Financial Group Inc | 15,453 | $1,784k | Jun 30, 2019 | Jul 25, 2019 | |
Bridgeworth LLC | 15,425 | $1,781k | Jun 30, 2019 | Jul 25, 2019 | |
Cadinha & Co LLC | 15,011 | $1,734k | Jun 30, 2019 | Aug 9, 2019 | |
Wealth Enhancement Advisory Services LLC | 14,443 | $1,659k | Jun 30, 2019 | Aug 2, 2019 | |
KMS Financial Services Inc | 14,316 | $1,604k | Sep 30, 2014 | Nov 17, 2014 | |
Measured Wealth Private Client Group LLC | 13,342 | $1,541k | Jun 30, 2019 | Jul 26, 2019 | |
Tiemann Investment Advisors LLC | 12,384 | $1,430k | Jun 30, 2019 | Aug 13, 2019 | |
Round Table Services LLC | 11,792 | $1,362k | Jun 30, 2019 | Jul 17, 2019 | |
Fifth Third Securities Inc | 11,620 | $1,341k | Jun 30, 2019 | Jul 30, 2019 | |
Mount Lucas Management LP | 11,597 | $1,339k | Jun 30, 2019 | Aug 14, 2019 | |
Blue FIN Capital Inc | 11,381 | $1,314k | Jun 30, 2019 | Jul 22, 2019 | |
Connecticut Wealth Management LLC | 11,347 | $1,310k | Jun 30, 2019 | Jul 29, 2019 | |
Lourd Capital LLC | 11,254 | $1,300k | Jun 30, 2019 | Jul 11, 2019 | |
Barber Financial Group | 11,198 | $1,293k | Jun 30, 2019 | Aug 9, 2019 | |
Wealthstreet Investment Advisors LLC | 10,761 | $1,243k | Jun 30, 2019 | Jul 16, 2019 | |
Leicht Financial Planning and Wealth Management Inc | 10,591 | $1,223k | Jun 30, 2019 | Aug 2, 2019 | |
Twin Focus Capital Partners LLC | 10,441 | $1,206k | Jun 30, 2019 | Aug 14, 2019 | |
Cardan Capital Partners LLC | 10,401 | $1,201k | Jun 30, 2019 | Jul 16, 2019 | |
Fagan Associates Inc | 10,338 | $1,194k | Jun 30, 2019 | Jul 12, 2019 | |
Guardian Capital Advisors LP | 9,742 | $1,120k | Jun 30, 2019 | Aug 14, 2019 | |
Private Harbour Investment Management & Counsel LLC | 9,668 | $1,117k | Jun 30, 2019 | Aug 6, 2019 | |
Lakeview Capital Partners LLC | 9,508 | $1,098k | Jun 30, 2019 | Aug 5, 2019 | |
America First Investment Advisors LLC | 9,451 | $1,091k | Jun 30, 2019 | Jul 29, 2019 | |
Altavista Wealth Management Inc | 9,252 | $1,069k | Jun 30, 2019 | Aug 13, 2019 | |
FORT Point Capital Partners LLC | 8,055 | $930k | Jun 30, 2019 | Aug 9, 2019 | |
RFG Advisory LLC | 8,008 | $926k | Jun 30, 2019 | Aug 23, 2019 | |
Sonata Capital Group Inc | 7,440 | $859k | Jun 30, 2019 | Aug 5, 2019 | |
American Investment Services Inc | 7,410 | $856k | Jun 30, 2019 | Aug 6, 2019 | |
Nikulski Financial Inc | 7,219 | $831k | Jun 30, 2019 | Jul 22, 2019 | |
White Pine Capital LLC | 6,890 | $796k | Jun 30, 2019 | Aug 14, 2019 | |
Kingfisher Capital LLC | 6,875 | $794k | Jun 30, 2019 | Aug 14, 2019 | |
Diversified Portfolios Inc | 6,869 | $793k | Jun 30, 2019 | Aug 13, 2019 | |
LVW Advisors LLC | 6,632 | $766k | Jun 30, 2019 | Aug 14, 2019 | |
Interactive Financial Advisors Inc | 6,626 | $765k | Jun 30, 2019 | Jul 17, 2019 | |
Bigelow Investment Advisors LLC | 6,517 | $753k | Jun 30, 2019 | Jul 17, 2019 | |
Plancorp LLC | 6,168 | $712k | Jun 30, 2019 | Aug 13, 2019 | |
Cubic Asset Management LLC | 6,130 | $708k | Jun 30, 2019 | Jul 29, 2019 | |
Access Financial Services Inc | 6,075 | $702k | Jun 30, 2019 | Jul 24, 2019 | |
1919 Investment Counsel LLC | 6,252 | $701k | Sep 30, 2014 | Nov 14, 2014 | |
Lattice Strategies LLC | 6,111 | $691k | Mar 31, 2019 | May 8, 2019 | |
Dividend Assets Capital LLC | 5,603 | $647k | Jun 30, 2019 | Jul 12, 2019 | |
Nottingham Advisors Inc | 5,572 | $644k | Jun 30, 2019 | Jul 17, 2019 | |
Allsquare Wealth Management LLC | 5,479 | $633k | Jun 30, 2019 | Aug 13, 2019 | |
Baldwin Investment Management LLC | 5,450 | $629k | Jun 30, 2019 | Aug 6, 2019 | |
Badgley Phelps and Bell Inc | 5,435 | $628k | Jun 30, 2019 | Jul 30, 2019 | |
The Mathes Company Inc | 5,373 | $621k | Jun 30, 2019 | Jul 29, 2019 | |
Deroy & Devereaux Private Investment Counsel Inc | 5,300 | $612k | Jun 30, 2019 | Jul 22, 2019 | |
Wealth and Pension Services Group Inc | 5,112 | $590k | Jun 30, 2019 | Aug 15, 2019 | |
Evanson Asset Management LLC | 5,091 | $588k | Jun 30, 2019 | Jul 11, 2019 | |
Oarsman Capital Inc | 4,514 | $521k | Jun 30, 2019 | Aug 13, 2019 | |
Wealth Advisors of Tampa BAY LLC | 4,372 | $505k | Jun 30, 2019 | Jul 23, 2019 | |
JAG Capital Management LLC | 4,195 | $484k | Jun 30, 2019 | Jul 22, 2019 | |
First Manhattan Co | 4,150 | $479k | Jun 30, 2019 | Aug 16, 2019 | |
Sensible Financial Planning and Management LLC | 4,132 | $477k | Jun 30, 2019 | Aug 7, 2019 | |
Gradient Capital Advisors LLC | 4,109 | $475k | Jun 30, 2019 | Jul 16, 2019 | |
JMG Financial Group Ltd | 4,019 | $464k | Jun 30, 2019 | Aug 2, 2019 | |
Stordahl Capital Management Inc | 3,883 | $446k | Jun 30, 2019 | Jul 22, 2019 | |
Strategic Point Investment Advisors LLC | 3,770 | $435k | Jun 30, 2019 | Aug 14, 2019 | |
Adviceperiod LLC | 3,701 | $433k | Jun 30, 2019 | Jul 22, 2019 | |
Wellington Shields & Co LLC | 3,719 | $430k | Jun 30, 2019 | Aug 8, 2019 | |
Successful Portfolios LLC | 3,688 | $426k | Jun 30, 2019 | Jul 11, 2019 | |
Cabana LLC | 3,655 | $425k | Jun 30, 2019 | Aug 9, 2019 | |
Peninsula Wealth LLC | 3,477 | $402k | Jun 30, 2019 | Aug 2, 2019 | |
Gilbert & COOK Inc | 3,456 | $399k | Jun 30, 2019 | Aug 5, 2019 | |
Millburn Ridgefield Corporation | 3,396 | $392k | Jun 30, 2019 | Jul 18, 2019 | |
Northstar Wealth Partners LLC | 3,299 | $381k | Jun 30, 2019 | Aug 15, 2019 | |
Summit Financial Group Inc | 3,292 | $380k | Jun 30, 2019 | Jul 3, 2019 | |
Summit Financial LLC | 3,292 | $380k | Jun 30, 2019 | Jul 3, 2019 | |
Acropolis Investment Management LLC | 3,209 | $371k | Jun 30, 2019 | Jul 11, 2019 | |
The Fiduciary Group LLC | 3,196 | $369k | Jun 30, 2019 | Aug 14, 2019 | |
Lejeune Puetz Investment Counsel | 3,114 | $360k | Jun 30, 2019 | Jul 29, 2019 | |
Lexaurum Advisors LLC | 3,082 | $356k | Jun 30, 2019 | Jul 19, 2019 | |
Private Management Group Inc | 3,154 | $345k | Dec 31, 2018 | Jan 30, 2019 | |
Investment Management Corporation | 3,154 | $345k | Dec 31, 2018 | Jan 30, 2019 | |
Financial & Investment Management Group Ltd | 3,154 | $345k | Dec 31, 2018 | Jan 30, 2019 | |
Financial Management Inc | 3,154 | $345k | Dec 31, 2018 | Jan 30, 2019 | |
Ausdal Financial Partners Inc | 2,982 | $343k | Jun 30, 2019 | Aug 5, 2019 | |
Premise Capital LLC | 62,055 | $343k | Jun 30, 2019 | Aug 13, 2019 | |
CWA Asset Management Group LLC | 2,866 | $331k | Jun 30, 2019 | Aug 13, 2019 | |
Financial Life Advisors LLC | 2,825 | $326k | Jun 30, 2019 | Jul 29, 2019 | |
Miles Capital Inc | 2,796 | $323k | Jun 30, 2019 | Aug 13, 2019 | |
Somerset Group LLC | 2,794 | $323k | Jun 30, 2019 | Aug 12, 2019 | |
Greatmark Investment Partners Inc | 2,710 | $313k | Jun 30, 2019 | Aug 5, 2019 | |
Abbrea Capital LLC | 2,637 | $305k | Jun 30, 2019 | Jul 31, 2019 | |
Tuttle Tactical Management LLC | 2,572 | $297k | Jun 30, 2019 | Jul 29, 2019 | |
Granite Group Advisors LLC | 2,490 | $288k | Jun 30, 2019 | Jul 23, 2019 | |
Granite Investment Advisors LLC | 2,490 | $288k | Jun 30, 2019 | Jul 23, 2019 | |
Parkside Advisors LLC | 2,390 | $276k | Jun 30, 2019 | Jul 10, 2019 | |
Pinnacle Family Advisors LLC | 2,268 | $262k | Jun 30, 2019 | Aug 14, 2019 | |
Altegris Advisors LLC | 2,225 | $252k | Dec 31, 2016 | Feb 8, 2017 | |
The Retirement Planning Group Inc | 2,157 | $249k | Jun 30, 2019 | Jul 25, 2019 | |
HCR Wealth Advisors | 2,102 | $243k | Jun 30, 2019 | Jul 25, 2019 | |
TODD Asset Management LLC | 2,060 | $238k | Jun 30, 2019 | Aug 6, 2019 | |
DSC Advisors LP | 2,000 | $231k | Jun 30, 2019 | Aug 14, 2019 | |
Valmark Advisers Inc | 1,788 | $206k | Jun 30, 2019 | Aug 7, 2019 | |
Berkshire Money Management Inc | 1,735 | $200k | Jun 30, 2019 | Jul 29, 2019 | |
Modera Wealth Management LLC | 1,731 | $200k | Jun 30, 2019 | Aug 7, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 849 | $98k | Jun 30, 2019 | Aug 14, 2019 | |
Stearns Financial Services Group Inc | 646 | $75k | Jun 30, 2019 | Aug 14, 2019 | |
Thomas J Herzfeld Advisors Inc | 410 | $47k | Jun 30, 2019 | Aug 13, 2019 | |
Emerald Investment Partners LLC | 221 | $26k | Jun 30, 2019 | Aug 12, 2019 | |
BTS Asset Management Inc | 201 | $23k | Jun 30, 2019 | Aug 14, 2019 | |
Destination Wealth Management | 175 | $20k | Jun 30, 2019 | Jul 19, 2019 | |
SYM Financial Corporation | 135 | $16k | Jun 30, 2019 | Jul 29, 2019 | |
Barrett Asset Management LLC | 89 | $10k | Jun 30, 2019 | Aug 5, 2019 | |
Horan Securities Inc | 66 | $8k | Jun 30, 2019 | Jul 24, 2019 | |
Beacon Capital Management Inc | 69 | $8k | Jun 30, 2019 | Jul 18, 2019 | |
Beacon Capital Management LLC | 69 | $8k | Jun 30, 2019 | Jul 18, 2019 | |
Asset Planning Services Inc | 59 | $7k | Jun 30, 2019 | Jul 17, 2019 | |
Asset Planning Services Ltd | 59 | $7k | Jun 30, 2019 | Jul 17, 2019 | |
Mcmillion Capital Management Inc | 60 | $7k | Jun 30, 2019 | Jul 25, 2019 | |
HMS Capital Management LLC | 23 | $3k | Jun 30, 2019 | Jul 12, 2019 | |
Family Management Corporation | 11 | $1k | Jun 30, 2019 | Aug 14, 2019 | |
Macroview Investment Management LLC | 5 | $1k | Jun 30, 2019 | Jul 23, 2019 | |
FFCM LLC | 4 | $0k | Jun 30, 2019 | Jul 30, 2019 |